Category Archives: David Koch

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

Claire has a really good handle on all my financial affairs.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

Claire takes a major burden off my shoulders and gives me peace of mind.

My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.

Everyone I dealt with was a delight, from the first inquiry to the meeting.  Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.

On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.

I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.